See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,473 | $49,177-23.8% | $79,464-52.8% | $64,186-41.6% |
| Participation rate | 30.9% | 65.0%-34.1pp | 73.3%-42.5pp | 69.6%-38.7pp |
| Annual return | -7.31% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $621 | $2,076-70.1% | $2,800-77.8% | $2,381-73.9% |
| Participant deferral / active EE | $1,138 | $2,821-59.7% | $3,704-69.3% | $3,470-67.2% |
| Admin fee / account holder | $3,288 | $3,839-14.4% | $5,113-35.7% | $4,888-32.7% |